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FINANCIAL ADVISORY SERVICES

The City of Boston, Massachusetts (the “City”), acting by and through its Chief Financial Officer and Collector-Treasurer (the “Official”), is requesting the submission of qualifications (“Responses”) from nationally recognized and qualified financial advisory firms (“Firms”) interested in serving as Financial Advisor for the City, principally in connection with the City’s investment, debt management, and debt issuance activities and more particularly set forth in the Request for Qualifications (“RFQ”). 

 

The RFQ shall be available on the City’s Supplier Portal at https://procurement.boston.gov/ on and after 12:00 p.m., Eastern Daylight Time, on April 16, 2024. The RFQ shall be available up to the deadline of submission of Responses as set forth below.

Each Firm’s Response shall be submitted no later than May 16, 2024, at 12:00 p.m., Eastern Daylight Time, via the City’s Supplier Portal at https://procurement.boston.gov/. Responses shall be submitted in strict conformance with the provisions of the RFQ.

Any contract executed pursuant to the RFQ shall be for a period of one (1) year with two (2) successive twelve month options to renew, said options exercisable solely by the City at the Official’s discretion. No exercise of an option for renewal or extension of the contract shall be subject to agreement or acceptance by the selected Firm. The entire contract term, including any options, shall not exceed three (3) years.

Ashley Groffenberger, Chief Financial Officer and Collector-Treasurer

 

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Massachusetts General Law

Seal of Massachusetts
Chapter 30B
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